Here we review recent GC Capital Ideas posts on the investors’ view of the current state of the insurance market.

Industry in Investor “Sweet Spot”: Insurers are bucking the standard competitive cycle response; current dynamics look set to continue for the long term; recently, investor relationship gains strength.

Assessing Insurers in a Period of Rapid Change: Insurance Equity Analyst Survey 2016:Guy Carpenter has collaborated with Mercer to survey insurance equity analysts to understand the possible objectives and aspirations of insurance company shareholders. Incorporating or at least considering the views of various stakeholders will be critical for insurers in ensuring that they are moving along the right path, especially in this uncertain environment.